CRM for Support

Workbooks CRM provides Customer Support capability straight out of the box.

(even though there is no box).

One of the main complaints we hear is that many customers have to manage their support tickets on a completely different system from their CRM. With Workbooks it is different - all of the data is held in a single database and can be accessed by anyone with the right permissions. This gives an holistic view of your customers and prospects that most other systems cannot match.

Workbooks delivers:

• Case management capabilities to log and track progress of customer queries, prioritise open cases and identify areas where training may help.
• A real-time 360º view of customers from a sales, marketing, customer service and financial perspective.
  
• The ability to view transaction history and values, both open and closed cases and highlight any customer service or support issues to resolve.
  
• Improved customer communications by sending information and special offers to existing customers specific to the products and services they have already purchased.
  

Use Workbooks CRM to:

• Handle your customer support enquiries.
• Allocate case numbers.
• Set priority levels.
• Create follow up activities.
  

Case numbers are automatically assigned and you can create your own custom fields that suit your business or use the pre-configured ones that are included. If you want to add additional fields to capture more detail, you can do this easily too. You can create activities and reminders and set different priority levels against cases to manage your help desk more effectively.

Customer support managers can easily report on any number of different criteria and set up dashboards to provide an easy snap-shot of current support issues.